09/20/2010

Measuring Chinese Rare Earth Export Restrictions

China’s rare earth element export restrictions are not limited to the oft-cited export quotas, but also include various export taxes. The OECD has recently published reports on global export restrictions of strategic materials and their impact on trade and global supply (link below). The following graph uses data derived from the most recent report in order to measure increasing export restrictions as well as global dependence on Chinese rare earth production.

Recommended Reading: Strategic Metals

Indium At Your FingertipsAnother one from Tom Vulcan at Hard Asset Investors. Here Mr. Vulcan takes a look at the indium market and how the minor metal is attracting investors, despite it seemingly being in oversupply.

Wine Country Conference 2013Presentations by Michael Pettis and Jim Chanos paint a clear picture of how critical current economic conditions in China have become and the affect that different policy responses could have.

China’s Stability GambitStephen Roach, senior lecturer at Yale University's School of Management and former Chairman of Morgan Stanley Asia, reflects on China's recent Development Forum, the dismissal of Bo Xilai, comments by Premier Wen Jiabao, and how it all comes back to growth and stability.